1900 Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

1900 Wealth Management’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-21,799	Closed	-$530K	–	244
2025 Q3	$530K	Buy	21,799 +228	+1%	+$5.52K	0.04%	149
2025 Q2	$523K	Buy	21,571 +227	+1%	+$5.48K	0.04%	139
2025 Q1	$517K	Buy	21,344 +149	+0.7%	+$3.6K	0.04%	136
2024 Q4	$510K	Buy	21,195 +297	+1%	+$7.16K	0.04%	140
2024 Q3	$508K	Buy	20,898 +219	+1%	+$5.27K	0.04%	146
2024 Q2	$493K	Hold	20,679	–	–	0.05%	149
2024 Q1	$493K	Hold	20,679	–	–	0.05%	156
2023 Q4	$494K	Hold	20,679	–	–	0.05%	192
2023 Q3	$483K	Buy	20,679 +324	+2%	+$7.59K	0.05%	194
2023 Q2	$478K	Buy	+20,355	New	+$481K	0.05%	161

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

1900 Wealth Management's IBDR Position: Q4 2025 in Review

1900 Wealth Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2025, closing a stake of 21,799 shares — an estimated $530K sold.

1900 Wealth Management first reported a position in IBDR in Q2 2023 and held it in 10 quarters. The position peaked at $530K in Q3 2025. 436 funds tracked by Wall St. Rank hold IBDR as of Q4 2025.

1900 Wealth Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
1900 Wealth Management sold 21,799 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2025, an estimated $530K.
1900 Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2023 and held it in 10 quarters.
1900 Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $530K in Q3 2025.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2025.

Based on 1900 Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.